AI Note Taking 101: The Advisor’s Guide

Among the emerging crop of Generative AI-powered tools being offered to advisors are note takers. But don’t let that description fool you: These are more than just digital stenographers. What began as simple transcription services has quickly evolved into sophisticated meeting assistants that capture not only what was said, but the sentiment behind it, according to a new study from AdvisorEngine and industry consulting firm The Oasis Group.

Please join us for an exciting conversation around the research and key findings.

The webinar will cover:

• An overview of the research The Oasis Group performed to analyze AI Note Takers in the wealth management sector
• Key findings that offer valuable insights into the effectiveness of these applications, their potential to improve workflows and their role in enhancing the ability to deliver personalized, high-quality service to clients
• Ways in which AdvisorEngine is leveraging AI within the broader platform

Speakers:

• John O'Connell, Founder and Chief Executive Officer for The Oasis Group
• Raj Madan, CIO, AdvisorEngine
• Suleman Din, Advisor Intelligence Lead, AdvisorEngine